Advisor Summit for 2020

CEFA is back on the meeting trail with an advisor event set for 2020 in South Florida. As a CEFA member, you can participate in the Advisor Summits at various levels, including attending an event and displaying your firm’s collateral at no cost. You can maximize your firm’s visibility by participating as a sponsor. Learn more.

2019 Podcast Schedule

Discover what’s next on the CEFA content calendar. From podcasts to webinars, we offer a range of opportunities for collaboration. There are 24 dates in 2019 — be sure to get on the calendar and take advantage of this insightful member benefit.

CEFA Broadening Secondary Marketing Program

CEFA’s national Secondary Marketing Program is designed to directly engage advisors and clients with a continuous stream of content and support. Click to learn more about how your firm can benefit from the program.

Digital and Web Support to FA’s

The findings on a newly released report shows that virtually all advisors rely on web and digital capabilities from product providers and distributors, although many focus mainly on select providers.